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Justeen Hyde, PhD
Institute for Community Health
Harvard Medical School
If you don’t know where you are going,
how will you know when you get there?
Project Planning and Evaluation Workshop
Institute for Community Health
• Vision is to improve community health by uniting
academic research with real world practice
• Utilize a participatory research and evaluation
approach
– Partnership and collaboration
– Long-term commitment
– Co-learning
– Deep appreciation for diverse experiences,
practices, values, and resources
Institute for Community Health
Focus for Today
• Overview of Evaluation
– Purpose
– Basic steps
– Logic models and other visual depictions
Theory of Change
• Workshop your projects
– Problem to be addressed
– Underlying assumptions
– Visual depiction of your Theory of Change
What is Evaluation?
Evaluation is the systematic investigation of
merit, worth or significance of an object
In other words…
Addresses question of whether an initiative has
been worthwhile in terms of delivering what
was intended and expected?
What is Evaluation?
Can also…
– Inform future program planning and design
– Provide lessons learned
– Ensure transparency and accountability
– Provide broader lessons learned about good
practice
Typical Participatory Evaluation Cycle
1. Engage
Stakeholders
2. Describe the
program or
purpose
3. Focus your
evaluation
4. Collect data
5. Analyze and
interpret data
6. Share findings
and ensure their
use
First step
• What is the problem you are trying to
address?
– What are your assumptions about why this
problem exists?
– What are these assumptions based on?
– Whose perspectives are included/excluded?
The Importance of Assumptions
It’s a matter of reliability and
validity
Access to and Retention in HIV Care in
Metro Boston
• New HIV infections in the U.S. have
remained stable for the last decade
– Estimated 20% of people living with HIV are
unaware of their status
– Estimated 20-30% of people with HIV are not
engaged in HIV care
• HIV is increasingly viewed as a chronic
disease
– Shift in thinking about appropriate
interventions for persons living with HIV
HIV as a Chronic Disease
• Shift from preparing people to die to
helping people manage chronic disease
• Most people living with HIV in the U.S. are
connected to care and on medication
• Focus on the 20-30% who are not
managing their disease
– What are the assumptions about this group?
Possible Explanations
• Limited access to quality care
• Shame/stigma associated with HIV
infection
• Problems with self management
associated with substance use or mental
illness
• Fatalism
• Others?
Importance of Assumptions
Limited access
to quality care
Substance
abuse and
mental health
Project LEAP Assumptions
• Poverty is a primary determinant of health
– HIV is one of many issues
– Sense of overwhelm
– Access to quality physical and mental health
care
• Social isolation associated with having a
disease that is still highly stigmatized
– Affects traditional sources of support
– Suppression of identity to remain in
community
What is the Problem?
• Succinct statement about the problem
your group is addressing
• What are your assumptions about why this
problem exists?
• What informs these assumptions?
• What perspectives may be missing?
Engage Stakeholders
National
Government
Representatives
from NGOs
Journalists/
Media Producers
Service
Providers
Residents
Describe
Program/Service/Intervention
Goals and Objectives
What is the Goal of the program, service,
intervention, policy?
– A broad statement that describes what you
hope to achieve through your efforts
How will you achieve your goal? (Objectives)
–Specific, measurable steps that can be taken to
meet the goal
Be SMART
• State exactly what you want to accomplish
• Who, What, Where, WhySpecific
• How will you assess whether or not you have
met your goal?Measurable
• Describe your goals using action verbs and
outline the steps you will take to achieve your
goals
Action-Oriented
• Are the goals and objectives aligned with the
expectations of key stakeholders?
Specific
• Establish a timeframe for when you will
achieve goals and objectivesTime-bound
Relevant
Examples of Goals
Poor
• To be healthier
• To change the
world and make it
a better place
SMARTer
• To improve my health by exercising
at least 3 times per week and
eating fruits and vegetables at
every meal
• To cultivate international leaders
who are committed to social
change by creating an environment
open to critical dialogue, providing
hands on experience engaging in
social problems, and building
capacity to use different forms of
media to communicate with
others.
Your group’s goals
• Write a succinct statement describing the
goal of your project
– Problem you seek to address
– Target audience
– Primary strategy or approach
Intended Effects
What is our
goal?
How will we
achieve it?
What do we
expect to
happen as
a result?
Outcomes
• Specific changes in behavior, knowledge,
skills, status and level of functioning
resulting from activities
– Short-term outcomes – immediate changes,
often knowledge and attitudes
– Intermediate outcomes – several months to a
few years, often skills, beliefs, behavior
change
– Long-term outcomes – lasting changes that
may take several years to realize
Logic Models
• Graphic depictions of the relationship
between activities and intended effects
– Inputs
– Outputs
– Outcomes
– Impact
Workshop
Develop a logic model for your project
• Inputs
• Activities
• Outputs
• Outcomes
– Short-term outcomes
– Intermediate (if appropriate)
– Long-term impact
“If you think you’re too
small to be effective, you
have never been in bed
with a mosquito.”
Bette Reese

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Hyde, Justeen - Evaluation, August 5, 2014

  • 1. Justeen Hyde, PhD Institute for Community Health Harvard Medical School If you don’t know where you are going, how will you know when you get there? Project Planning and Evaluation Workshop
  • 2. Institute for Community Health • Vision is to improve community health by uniting academic research with real world practice • Utilize a participatory research and evaluation approach – Partnership and collaboration – Long-term commitment – Co-learning – Deep appreciation for diverse experiences, practices, values, and resources
  • 4. Focus for Today • Overview of Evaluation – Purpose – Basic steps – Logic models and other visual depictions Theory of Change • Workshop your projects – Problem to be addressed – Underlying assumptions – Visual depiction of your Theory of Change
  • 5. What is Evaluation? Evaluation is the systematic investigation of merit, worth or significance of an object In other words… Addresses question of whether an initiative has been worthwhile in terms of delivering what was intended and expected?
  • 6. What is Evaluation? Can also… – Inform future program planning and design – Provide lessons learned – Ensure transparency and accountability – Provide broader lessons learned about good practice
  • 7. Typical Participatory Evaluation Cycle 1. Engage Stakeholders 2. Describe the program or purpose 3. Focus your evaluation 4. Collect data 5. Analyze and interpret data 6. Share findings and ensure their use
  • 8. First step • What is the problem you are trying to address? – What are your assumptions about why this problem exists? – What are these assumptions based on? – Whose perspectives are included/excluded?
  • 9. The Importance of Assumptions
  • 10. It’s a matter of reliability and validity
  • 11. Access to and Retention in HIV Care in Metro Boston • New HIV infections in the U.S. have remained stable for the last decade – Estimated 20% of people living with HIV are unaware of their status – Estimated 20-30% of people with HIV are not engaged in HIV care • HIV is increasingly viewed as a chronic disease – Shift in thinking about appropriate interventions for persons living with HIV
  • 12. HIV as a Chronic Disease • Shift from preparing people to die to helping people manage chronic disease • Most people living with HIV in the U.S. are connected to care and on medication • Focus on the 20-30% who are not managing their disease – What are the assumptions about this group?
  • 13. Possible Explanations • Limited access to quality care • Shame/stigma associated with HIV infection • Problems with self management associated with substance use or mental illness • Fatalism • Others?
  • 14. Importance of Assumptions Limited access to quality care Substance abuse and mental health
  • 15. Project LEAP Assumptions • Poverty is a primary determinant of health – HIV is one of many issues – Sense of overwhelm – Access to quality physical and mental health care • Social isolation associated with having a disease that is still highly stigmatized – Affects traditional sources of support – Suppression of identity to remain in community
  • 16. What is the Problem? • Succinct statement about the problem your group is addressing • What are your assumptions about why this problem exists? • What informs these assumptions? • What perspectives may be missing?
  • 17.
  • 20. Goals and Objectives What is the Goal of the program, service, intervention, policy? – A broad statement that describes what you hope to achieve through your efforts How will you achieve your goal? (Objectives) –Specific, measurable steps that can be taken to meet the goal
  • 21. Be SMART • State exactly what you want to accomplish • Who, What, Where, WhySpecific • How will you assess whether or not you have met your goal?Measurable • Describe your goals using action verbs and outline the steps you will take to achieve your goals Action-Oriented • Are the goals and objectives aligned with the expectations of key stakeholders? Specific • Establish a timeframe for when you will achieve goals and objectivesTime-bound Relevant
  • 22. Examples of Goals Poor • To be healthier • To change the world and make it a better place SMARTer • To improve my health by exercising at least 3 times per week and eating fruits and vegetables at every meal • To cultivate international leaders who are committed to social change by creating an environment open to critical dialogue, providing hands on experience engaging in social problems, and building capacity to use different forms of media to communicate with others.
  • 23. Your group’s goals • Write a succinct statement describing the goal of your project – Problem you seek to address – Target audience – Primary strategy or approach
  • 24. Intended Effects What is our goal? How will we achieve it? What do we expect to happen as a result?
  • 25. Outcomes • Specific changes in behavior, knowledge, skills, status and level of functioning resulting from activities – Short-term outcomes – immediate changes, often knowledge and attitudes – Intermediate outcomes – several months to a few years, often skills, beliefs, behavior change – Long-term outcomes – lasting changes that may take several years to realize
  • 26. Logic Models • Graphic depictions of the relationship between activities and intended effects – Inputs – Outputs – Outcomes – Impact
  • 27.
  • 28.
  • 29. Workshop Develop a logic model for your project • Inputs • Activities • Outputs • Outcomes – Short-term outcomes – Intermediate (if appropriate) – Long-term impact
  • 30. “If you think you’re too small to be effective, you have never been in bed with a mosquito.” Bette Reese

Editor's Notes

  1. Depending on the type and scope of your evaluation, you will want to think in advance about who could and should be at the table from the beginning to help frame your understanding of the problem – basic assumptions – and plan an evaluation. Consider: Who needs to be at the planning table? Who will use the evaluation information? What information do they want/need? What are their interests? How will you get these people to the planning table? One common error that people performing evaluations often make is that they don’t engage the right people in the beginning. This can lead to: Asking the wrong questions Asking questions and gathering data that is not useful or meaningful to people who want/need it Engaging in a process that is not reasonable or feasible to carry out… bad data leads to a bad evaluation… and often a waste of time and money
  2. It is critical that you be able to clearly state the: An example follows on the next slides. Explain what a goal is and what objectives are. What is your goal? A broad statement that describes what you hope to achieve through your efforts What are your objectives? Specific, measurable steps that can be taken to meet the goal Objectives must be SMART! Discuss what each of these terms mean and provide examples. Specific: What exactly are we going to do for whom? Measurable: Is it quantifiable and can we measure it? Attainable/Achievable: Can we do it in the proposed time frame with the resources and support we have available? Relevant: Will this objective have an effect on the desired goal? Time bound: When will this objective be accomplished?
  3. It is critical that you be able to clearly state the: Goal of the program, service, policy (A broad statement that describes what you hope to achieve through your efforts) and the Objectives (Specific, measurable steps that can be taken to meet the goal) An example follows on the next slides. Explain what a goal is and what objectives are. What is your goal? A broad statement that describes what you hope to achieve through your efforts What are your objectives? Specific, measurable steps that can be taken to meet the goal Objectives must be SMART! Discuss what each of these terms mean and provide examples. Specific: What exactly are we going to do for whom? Measurable: Is it quantifiable and can we measure it? Attainable/Achievable: Can we do it in the proposed time frame with the resources and support we have available? Relevant: Will this objective have an effect on the desired goal? Time bound: When will this objective be accomplished?